Announcement • Jun 18
Shenzhen Tellus Holding Co., Ltd. Approves Final Cash Dividend for the Year 2025 Shenzhen Tellus Holding Co., Ltd. announced that at its Annual General Meeting held on 16 June 2026, shareholders approved the company’s 2025 profit distribution plan, which includes a final cash dividend of CNY 1.10000000 per 10 shares (tax included) on B shares. Announcement • May 25
Shenzhen Tellus Holding Co., Ltd., Annual General Meeting, Jun 16, 2026 Shenzhen Tellus Holding Co., Ltd., Annual General Meeting, Jun 16, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China Board Change • Apr 23
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. CFO & Director Tianyang Huang was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 22
Full year 2025 earnings released Full year 2025 results: Revenue: CN¥1.46b (down 44% from FY 2024). Net income: CN¥142.9m (up 4.6% from FY 2024). Profit margin: 9.8% (up from 5.2% in FY 2024). The increase in margin was driven by lower expenses. Announcement • Mar 31
Shenzhen Tellus Holding Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026 Shenzhen Tellus Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026 Announcement • Dec 31
Shenzhen Tellus Holding Co., Ltd. to Report Fiscal Year 2025 Results on Mar 28, 2026 Shenzhen Tellus Holding Co., Ltd. announced that they will report fiscal year 2025 results on Mar 28, 2026 Reported Earnings • Oct 28
Third quarter 2025 earnings released: EPS: CN¥0.092 (vs CN¥0.073 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.092 (up from CN¥0.073 in 3Q 2024). Revenue: CN¥288.6m (down 41% from 3Q 2024). Net income: CN¥39.6m (up 26% from 3Q 2024). Profit margin: 14% (up from 6.4% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Announcement • Sep 30
Shenzhen Tellus Holding Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025 Shenzhen Tellus Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025 Reported Earnings • Aug 22
Second quarter 2025 earnings released: EPS: CN¥0.12 (vs CN¥0.096 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.12 (up from CN¥0.096 in 2Q 2024). Revenue: CN¥549.8m (down 33% from 2Q 2024). Net income: CN¥49.8m (up 20% from 2Q 2024). Profit margin: 9.1% (up from 5.0% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Jul 02
Shenzhen Tellus Holding Co., Ltd. to Report First Half, 2025 Results on Aug 22, 2025 Shenzhen Tellus Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 22, 2025 New Risk • May 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.1% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change). Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥15.21, the stock trades at a trailing P/E ratio of 48x. Average trailing P/E is 37x in the Retail Distributors industry in China. Total returns to shareholders of 9.7% over the past three years. Announcement • Mar 31
Shenzhen Tellus Holding Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025 Shenzhen Tellus Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025 Board Change • Mar 31
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CFO & Director Tianyang Huang was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. New Risk • Mar 30
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 0.6% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.5% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Mar 28
Full year 2024 earnings released: EPS: CN¥0.32 (vs CN¥0.27 in FY 2023) Full year 2024 results: EPS: CN¥0.32 (up from CN¥0.27 in FY 2023). Revenue: CN¥2.61b (up 42% from FY 2023). Net income: CN¥136.6m (up 16% from FY 2023). Profit margin: 5.2% (down from 6.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year. Announcement • Mar 28
Shenzhen Tellus Holding Co., Ltd., Annual General Meeting, Apr 23, 2025 Shenzhen Tellus Holding Co., Ltd., Annual General Meeting, Apr 23, 2025, at 09:30 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China Announcement • Dec 31
Shenzhen Tellus Holding Co., Ltd. to Report Fiscal Year 2024 Results on Mar 28, 2025 Shenzhen Tellus Holding Co., Ltd. announced that they will report fiscal year 2024 results on Mar 28, 2025 Valuation Update With 7 Day Price Move • Oct 31
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to CN¥20.06, the stock trades at a trailing P/E ratio of 56.7x. Average trailing P/E is 33x in the Retail Distributors industry in China. Total returns to shareholders of 41% over the past three years. Reported Earnings • Oct 24
Third quarter 2024 earnings released: EPS: CN¥0.073 (vs CN¥0.069 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.073 (up from CN¥0.069 in 3Q 2023). Revenue: CN¥487.4m (down 5.5% from 3Q 2023). Net income: CN¥31.4m (up 6.3% from 3Q 2023). Profit margin: 6.4% (up from 5.7% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year. Announcement • Sep 30
Shenzhen Tellus Holding Co., Ltd. to Report Q3, 2024 Results on Oct 24, 2024 Shenzhen Tellus Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 24, 2024 Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to CN¥16.86, the stock trades at a trailing P/E ratio of 48.2x. Average trailing P/E is 34x in the Retail Distributors industry in China. Total returns to shareholders of 18% over the past three years. Reported Earnings • Aug 21
Second quarter 2024 earnings released: EPS: CN¥0.096 (vs CN¥0.044 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.096 (up from CN¥0.044 in 2Q 2023). Revenue: CN¥821.7m (up 125% from 2Q 2023). Net income: CN¥41.4m (up 120% from 2Q 2023). Profit margin: 5.0% (down from 5.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Announcement • Jun 29
Shenzhen Tellus Holding Co., Ltd. to Report First Half, 2024 Results on Aug 21, 2024 Shenzhen Tellus Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 21, 2024 Board Change • Apr 06
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CFO & Director Tianyang Huang was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • Mar 30
Shenzhen Tellus Holding Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024 Shenzhen Tellus Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024 Reported Earnings • Mar 29
Full year 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.19 in FY 2022) Full year 2023 results: EPS: CN¥0.27 (up from CN¥0.19 in FY 2022). Revenue: CN¥1.85b (up 121% from FY 2022). Net income: CN¥118.3m (up 42% from FY 2022). Profit margin: 6.4% (down from 10.0% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Announcement • Mar 28
Shenzhen Tellus Holding Co., Ltd., Annual General Meeting, Apr 23, 2024 Shenzhen Tellus Holding Co., Ltd., Annual General Meeting, Apr 23, 2024, at 09:30 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China New Risk • Feb 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (6.9% net profit margin). Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥15.30, the stock trades at a trailing P/E ratio of 69.4x. Average trailing P/E is 24x in the Retail Distributors industry in China. Total returns to shareholders of 10% over the past three years. Announcement • Dec 29
Shenzhen Tellus Holding Co., Ltd. to Report Fiscal Year 2023 Results on Mar 28, 2024 Shenzhen Tellus Holding Co., Ltd. announced that they will report fiscal year 2023 results on Mar 28, 2024 Reported Earnings • Oct 26
Third quarter 2023 earnings released: EPS: CN¥0.069 (vs CN¥0.043 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.069 (up from CN¥0.043 in 3Q 2022). Revenue: CN¥515.8m (up 22% from 3Q 2022). Net income: CN¥29.6m (up 59% from 3Q 2022). Profit margin: 5.7% (up from 4.4% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 8% per year. Reported Earnings • Aug 25
Second quarter 2023 earnings released: EPS: CN¥0.044 (vs CN¥0.022 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.044 (up from CN¥0.022 in 2Q 2022). Revenue: CN¥365.0m (up 232% from 2Q 2022). Net income: CN¥18.9m (up 95% from 2Q 2022). Profit margin: 5.2% (down from 8.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 28
First quarter 2023 earnings released: EPS: CN¥0.059 (vs CN¥0.078 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.059 (down from CN¥0.078 in 1Q 2022). Revenue: CN¥339.8m (up 143% from 1Q 2022). Net income: CN¥25.3m (down 25% from 1Q 2022). Profit margin: 7.4% (down from 24% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Reported Earnings • Oct 28
Third quarter 2022 earnings released: EPS: CN¥0.043 (vs CN¥0.059 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.043 (down from CN¥0.059 in 3Q 2021). Revenue: CN¥422.2m (up 209% from 3Q 2021). Net income: CN¥18.6m (down 27% from 3Q 2021). Profit margin: 4.4% (down from 19% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Sep 19
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥21.75, the stock trades at a trailing P/E ratio of 72.1x. Average trailing P/E is 30x in the Retail Distributors industry in China. Negligible returns to shareholders over past three years. Reported Earnings • Aug 26
Second quarter 2022 earnings released: EPS: CN¥0.022 (vs CN¥0.053 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.022 (down from CN¥0.053 in 2Q 2021). Revenue: CN¥109.9m (up 4.3% from 2Q 2021). Net income: CN¥9.67m (down 58% from 2Q 2021). Profit margin: 8.8% (down from 22% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Jul 14
Investor sentiment deteriorated over the past week After last week's 18% share price decline to CN¥24.20, the stock trades at a trailing P/E ratio of 72.9x. Average trailing P/E is 23x in the Retail Distributors industry in China. Total returns to shareholders of 23% over the past three years. Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment deteriorated over the past week After last week's 16% share price decline to CN¥26.28, the stock trades at a trailing P/E ratio of 79.1x. Average trailing P/E is 23x in the Retail Distributors industry in China. Total returns to shareholders of 28% over the past three years. Valuation Update With 7 Day Price Move • May 26
Investor sentiment improved over the past week After last week's 22% share price gain to CN¥14.81, the stock trades at a trailing P/E ratio of 44.6x. Average trailing P/E is 23x in the Retail Distributors industry in China. Total loss to shareholders of 28% over the past three years. Announcement • May 08
Shenzhen Tellus Holding Co., Ltd. Approves Cash Dividend for the Year 2021 Shenzhen Tellus Holding Co., Ltd. announced that at its AGM held on April 29, 2022, shareholders approved the cash dividend of CNY 0.25 per 10 shares (tax included) for the year 2021. Reported Earnings • Apr 29
First quarter 2022 earnings released First quarter 2022 results: Revenue: CN¥140.1m (down 2.8% from 1Q 2021). Net income: CN¥33.8m (up 56% from 1Q 2021). Profit margin: 24% (up from 15% in 1Q 2021). The increase in margin was driven by lower expenses. Announcement • Apr 10
Shenzhen Tellus Holding Co., Ltd., Annual General Meeting, Apr 29, 2022 Shenzhen Tellus Holding Co., Ltd., Annual General Meeting, Apr 29, 2022, at 14:30 China Standard Time. Agenda: To consider 2021 profit distribution plan; to consider 2022 financial budget report; to consider Purchase of wealth management products from banks with idle proprietary funds; to consider Amendments to the articles of associations of the Company; to consider Amendments to the rules of procedure governing the general meeting of shareholders; to consider Amendments to the rules of procedure governing the board meetings; and to consider other matter also. Announcement • Apr 09
Shenzhen Tellus Holding Co., Ltd. Proposes Cash Dividend for 2021 Shenzhen Tellus Holding Co., Ltd. announced on 8 April 2022 the profit distribution proposal for 2021 as cash dividend/10 shares (tax included): CNY 0.25000000. Reported Earnings • Apr 08
Full year 2021 earnings released: EPS: CN¥0.30 (vs CN¥0.13 in FY 2020) Full year 2021 results: EPS: CN¥0.30 (up from CN¥0.13 in FY 2020). Revenue: CN¥508.5m (up 20% from FY 2020). Net income: CN¥131.0m (up 127% from FY 2020). Profit margin: 26% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Mar 22
Investor sentiment improved over the past week After last week's 19% share price gain to CN¥14.32, the stock trades at a trailing P/E ratio of 70.1x. Average trailing P/E is 31x in the Retail Distributors industry in China. Total loss to shareholders of 36% over the past three years. Board Change • Oct 31
High number of new directors Non-Independent Director Wenya Hong was the last director to join the board, commencing their role in 2021. Reported Earnings • Oct 23
Third quarter 2021 earnings released: EPS CN¥0.059 (vs CN¥0.033 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥136.7m (up 41% from 3Q 2020). Net income: CN¥25.4m (up 81% from 3Q 2020). Profit margin: 19% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 20
Second quarter 2021 earnings released: EPS CN¥0.053 (vs CN¥0.047 in 2Q 2020) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: CN¥105.5m (down 5.4% from 2Q 2020). Net income: CN¥22.9m (up 12% from 2Q 2020). Profit margin: 22% (up from 18% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Announcement • May 16
Shenzhen Tellus Holding Co., Ltd. Approves Dividend for the Year 2020 Shenzhen Tellus Holding Co., Ltd. at its annual general meeting held on May 13, 2021, approved dividend of CNY 0.200000000 per 10 shares (tax included) for the year 2020. Reported Earnings • Apr 17
Full year 2020 earnings released: EPS CN¥0.13 (vs CN¥0.51 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥424.4m (down 26% from FY 2019). Net income: CN¥57.7m (down 74% from FY 2019). Profit margin: 14% (down from 39% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Announcement • Mar 04
Shenzhen Tellus Holding Co., Ltd. to Report Fiscal Year 2020 Results on Apr 16, 2021 Shenzhen Tellus Holding Co., Ltd. announced that they will report fiscal year 2020 results on Apr 16, 2021 Is New 90 Day High Low • Jan 28
New 90-day low: CN¥15.32 The company is down 19% from its price of CN¥18.95 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is down 7.0% over the same period. Is New 90 Day High Low • Dec 24
New 90-day low: CN¥16.61 The company is down 19% from its price of CN¥20.41 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is down 8.0% over the same period. Is New 90 Day High Low • Dec 08
New 90-day low: CN¥18.79 The company is down 13% from its price of CN¥21.64 on 09 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is down 9.0% over the same period. Reported Earnings • Oct 30
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥195.3m, up 68% from the prior year. Total revenue was CN¥439.4m over the last 12 months, down 20% from the prior year. Is New 90 Day High Low • Oct 26
New 90-day low: CN¥19.79 The company is down 2.0% from its price of CN¥20.11 on 28 July 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Retail Distributors industry, which is down 5.0% over the same period. Announcement • Aug 10
Shenzhen Tellus Holding Co., Ltd. to Report First Half, 2020 Results on Aug 27, 2020 Shenzhen Tellus Holding Co., Ltd. announced that they will report first half, 2020 results on Aug 27, 2020